See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,294 | $88,751-46.7% | $81,812-42.2% | $145,922-67.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.96% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,976 | $3,083-3.5% | $2,912+2.2% | $4,660-36.1% |
| Participant deferral / active EE | $5,121 | $4,643+10.3% | $4,319+18.6% | $6,688-23.4% |
| Admin fee / account holder | $1,228 | $8,415-85.4% | $7,386-83.4% | $13,397-90.8% |